Consider your planned lifestyle before retiring, in order to choose the right location.
As retirement approaches, many people need to decide between remaining in their home of many years, downsizing to a smaller location or moving to a retirement...
End of Year? Good Time to Review Estate Plan
The new tax laws offer some opportunities. Have you taken the laws into consideration?
With the Tax Cuts and Jobs Act in place, the end of the year is a good time to review your estate plan and see...
Business Owner? Plan for the Future and Your Family
So, what would you like to happen with your business?
If you are a business owner, you have worked long and hard to be successful. However, there comes a time when you look toward the future and decide what...
Estate Plan Is Done but Is the Job Finished?
As life progresses, an estate plan often becomes even more important to you and your family.
As a person’s life progresses and the difficulties that can arise do, they are often motivated into creating an estate plan but that isn’t necessarily the end of the story, according to the Brentwood...
Heading to Arbitration? Depends on Who Signed Agreement
So, just who signed the agreement?
The Alabama Supreme Court has ruled the daughter of a deceased dementia patient does not have to submit to binding arbitration with a nursing and rehabilitation center, because of the question of having...
You’ve Finished Saving but How Do You Start Spending?
There are strategies on spending in retirement years, so pick the one that fits your circumstances.
You’ve saved, invested, spent wisely and now you’re retiring. There are a number of helpful strategies out there for you to begin the...
Having a Family Get Together? Be Cautious on Dinner Conversations
It’s a good idea to avoid those discussions about money.
It is usually a wonderful event when you gather the family for Thanksgiving or holiday dinner with various personalities and interests. However, it is wise to avoid certain discussion...
Retirement for Boomers Will Require Adjustments
Boomers may well redefine the retirement stage of life.
Boomers, who may well have worked their entire lives, are likely to find themselves having to make adjustments for retirement by remaining on the job past the age of 65...
How Involved Should Children Be in Parents’ Finances?
Should adult children keep a watchful eye on the portfolio?
Adult children of aging Americans are finding themselves caught in a delicate situation of whether they should look into the finances and investments of their parents, according to U.S. News...